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Windows to the Future The McLaren Foundation • www.mclarenregional.org/foundation VOLUME 3, ISSUE 1 MARCH 2010 In this issue Tribute to McLaren’s first nurse anesthetist Rachor Scholars Employees Make Change Your Opinion Counts! Sneak Peek of 5 North Partners in the Community Writing Your Ethical Will Gail Singer Art Therapist Gifts at work Art Therapy Becomes a Reality Through the generosity and dedication of many donors and volunteers, we are pleased to announce the start of Healing Through Art – the art therapy collaboration between McLaren and the Flint Institute of Arts, Art School. This program is designed to help cancer patients, along with their families and caregivers, cope with cancer diagnosis, treatment and other associated issues. Gail Singer, Certified Art Therapist, was hired in December to establish the program. In phase I of this pilot program, Gail is working with members of the Breast Cancer Support Group at GLCI- McLaren. Later the program will expand to include other cancer patients. Initially, art therapy will take place at the Great Lakes Cancer Institute- McLaren. Patients will also have the opportunity to attend workshops at the FIA Art School to experience different types of art. Gail comes to the McLaren/FIA Program with a strong background in art therapy. She is a graduate of the Master of Art Therapy program at Wayne State University and helped to expand the art therapy program at the Weisberg Cancer Center (Karmanos Cancer Institute) in Farmington Hills, Michigan. The FIA and McLaren are grateful to all of the individuals and organizations that are supporting this collaboration. A very special thank you to both the Stella & Frederick Loeb Charitable Trust and the McLaren Auxiliary, without whose support, this special program would not be possible. This program is designed to help cancer patients, along with their families and caregivers, cope with cancer diagnosis, treatment and other associated issues. Gail (left) uses art to help a patient express her thoughts and feelings.

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Page 1: Gifts at work · Kettering University. special Tribute established In a loving tribute, the family of Bessie May French has established a permanent scholarship to support Certified

Windows to the FutureThe McLaren Foundation • www.mclarenregional.org/foundation

Volume 3, Issue 1march 2010

In this issueTribute to McLaren’s

first nurse anesthetist

Rachor Scholars

Employees Make Change

Your Opinion Counts!

Sneak Peek of 5 North

Partners in the Community

Writing Your Ethical Will

Gail SingerArt Therapist

Giftsat work

art Therapy Becomes a realityThrough the generosity and dedication of many donors and volunteers, we are pleased to announce the start of Healing Through Art – the art therapy collaboration between McLaren and the Flint Institute of Arts, Art School. This program is designed to help cancer patients, along with their families and caregivers, cope with cancer diagnosis, treatment and other associated issues. Gail Singer, Certified Art Therapist, was hired in December to establish the program. In phase I of this pilot program, Gail is working with members of the Breast Cancer Support Group at GLCI-McLaren. Later the program will expand to include other cancer patients. Initially, art therapy will take place at the Great Lakes Cancer Institute-McLaren. Patients will also have the opportunity to attend workshops at the FIA Art School to experience different types of art. Gail comes to the McLaren/FIA Program with a strong background in art therapy. She is a graduate of the Master of Art Therapy program at Wayne State University and helped to expand the art therapy program at the Weisberg Cancer Center (Karmanos Cancer Institute) in Farmington Hills, Michigan. The FIA and McLaren are grateful to all of the individuals and organizations that are supporting this collaboration. A very special thank you to both the Stella & Frederick Loeb Charitable Trust and the McLaren Auxiliary, without whose support, this special program would not be possible.

This program is designed to help

cancer patients, along with their

families and caregivers, cope with

cancer diagnosis, treatment and

other associated issues.

Gail (left) uses art to help a patient express

her thoughts and feelings.

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Operating Room at Women’s Hospital – Mrs. French was

Nurse-Anesthetist for �0 years.

Photo courtesy of Kettering University.

special Tribute established

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In a loving tribute, the family of Bessie May French has established a permanent scholarship to support Certified Registered Nurse Anesthetists at McLaren Regional Medical Center. Mrs. French was a trailblazer for single mothers entering the medical profession in the early �0th Century. Through her accomplishments and reputation for caring for patients, Mrs. French’s legacy continues to motivate aspiring nurse anesthetists to further their education. Bessie May Tanner French (�888-�970) received a diploma from the South Chicago School of Nursing on September �5, �9��. She received a certificate for completion of a Post-Graduate Course in Nursing from the Neurological Institute of New York on June 8, �9�4. After graduation she obtained a position as superintendent of a facility for the treatment of mental illness. She took a nine year hiatus that included marriage, the birth of her three children, and the premature death of her husband in �9��. Returning to work as a single mother in �9�5, Mrs. French was hired as a general duty nurse at Women’s Hospital in Flint, Michigan. Women’s Hospital was the forerunner to McLaren General Hospital. At that time, general duty consisted of twelve-hour shifts, six-days-a-week. On September

15, 1928 she received a certificate for completion of a Post-Graduate Course of three months in General Anesthesia from The Grace Hospital, Detroit, Michigan, and was certified as a Nurse-Anesthetist. She continued as such at Women’s Hospital for the next �0 years, retiring in �948. As the only anesthetist at the hospital Mrs. French was on call �4-hours-a-day, seven- days-a-week, with the exception of a two-week vacation each year. In addition to her duties as anesthetist she was Assistant Superintendent of the hospital, X-Ray Technician, and administered EKG tests. In �950 the new McLaren General Hospital asked her to come out of retirement to be the Inhalation Therapist. She remained in this position until she retired permanently in �95�. In �958, at the age of 70, she received a bachelor’s degree, majoring in English, from the Flint College of The University of Michigan. Mrs. French died in January, �970, at the age of 8�. In a letter of condolence upon Mrs. French’s death, Margaret McLaren wrote, “It would be foolish for me to undertake putting into words all I feel for her life---I feel that a great gallant friend has gone from us. From the first day I knew her there is not one unpleasant memory. We saw a good many difficult things---met many obstacles together---but her courage and positive thinking spurred us on always.” For more information on applying for the Bessie May French CRNA Scholarship, please contact the Foundation office at (810) 342-4087 or visit our website www.mclarenregional.org/foundation.

special Tribute established for mclaren’s First Nurse anesthetist

Lovingtribute

Mrs. French graduated South Chicago School of Nursing �9�� & Flint College, University of Michigan, �958.

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RachorscholarshipNursing students recognizedwith rachor Family scholarshipsSix nursing students were honored as the �009 Rachor Family Scholarship recipients at ceremonies on Monday, November �6, �009. The honorees are:

Aretha Brock LPN Nursing Scholarship ......................Terri Savage (MCC)Stacey Braden-Brown RN Nursing Scholarship..........Sandra Howard (MCC)Mary Alice Moore RN Nursing Scholarship ................Laura Newman (MCC) ..................and Jennifer Joslin (UM-Flint)

Patti Sherry RN Memorial Nursing Scholarship ..........Cassie Cook-Bugh (MCC)Joenathan Mays Nurse Aide Scholarship ...................Shurene Dunbar (MCC)

The Rachor Family Foundation started these five scholarships in 2007 to honor nursing professionals who exemplify excellence in nursing and inspire others to follow in their footsteps. Since then, �7 nursing students attending the University of Michigan-Flint or Mott Community College have been awarded scholarships to honor their perseverance and assist them financially as they work toward their nursing careers.

(�) Past recipients Dan Gagnon, Tamara

Tift-Pittsley and Brooke Belanger stand with

Michael Rachor (center) and the �009 recipients

Terri Savage, Sandra Howard and Laura

Newman.(�, �) Michael Rachor

greets the family of the recipients and becomes

reacquainted with Dan Gagnon, one of the

scholars the Rachor Family Foundation

supported in the past.(4) Joan Maten, RN, Vice

President of Nursing, addresses the attendees

at the reception.

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a little change made a Big... Patio!The employee campaignTurns into a realityEmployees and friends of McLaren Regional Medical celebrated the completion of the brick patio project on June �5, �009. The new spacious patio, complete with landscaping and dining tables, was made possible through donations from employees and friends of McLaren who purchased brick pavers, contributed change in collection containers, donated through payroll

deduction, 50/50 drawings, Family Fun Day activities, and cookie sales. “A Little Change Makes a Difference” was initiated by The McLaren Foundation in �007 as a way to empower employees to enhance the Medical Center in ways that would benefit workers, patients or visitors. A request for more picnic tables outside of the cafeteria for staff to use quickly grew into the patio project. The Foundation matched the nearly $50,000 raised as well as offered additional support for campaign activities.

It’s not too late to puchase an engraved brick paver for the patio with your name on it, or to honor a loved one or someone special. Three brick sizes are available at a cost of $�5, $50 or $�00.

continUed on Page 6

(5) Members of the Employee Campaign Committee eagerly wait to cut the ribbon at the dedication.(6) The Welcome Sign is featured in the center of the patio.(7) Auxilian Mary Jane Ford serves ice cream at the dedication.(8) Janet Payment of the Lab Services volunteered to face paint.

congratulations to all of the

members of the employee

campaign committee whose vision

and dedication brought mrmc

together to create a lovely new

space for all to enjoy.

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6

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The Employee Campaign culminated with Fall Fun Fest on October �7, �009. Employees, families and friends enjoyed a beautiful fall day with a car show, craft/trunk show, activities for kids of all ages and a chili cook-off. Sharyl Christiansen of the Quality Department won the coveted Chili Pot Plaque. Congratulations to all of the members of the Employee Campaign Committee whose vision and dedication brought MRMC together to create a lovely new space for all to enjoy. Members of the committee are: Diana Bernard, Roxanne Caine, Ken Carrier, Wade Chapman, Ellen Coppler, Chris Curtin, Thomas Doane, Aurora Eggerton, Mary Fitzpatrick, Kim Fortino, Dave Haddon, Terri Harding, Karen Herbers, Cathleen Hipps, Nancy Konopnick, Harry Mitchell, Doris Monroe, Cathy Stacey, Lorie Smith, Julie Snyder, Shamiah Specht, Margie St. Clair, LaRhonda Stallings, Sherry Stewart, Annetta Wilbon & Mildred Wint. Many thanks to you for all of your efforts.

The employee campaign Turns into a realitycontinUed from Page 5

Peace hope & remembranceFriends and Family Gather to honorloved ones Through the ever living TreeFriends and donors gathered on December 6, �009 to dedicate the �0th Annual Ever Living Tree. This program honors friends, family and loved ones while helping cancer patients in need of financial assistance. Since its inception, the special tributes made to the Ever Living Tree program have raised over $�85,000 and helped more than 500 patients. Cancer patients receiving these funds generally are in need of very basic items, such as food, nutritional supplements or even medication. In the past couple of years, transportation for treatments has been a rising issue. Your continued support of our cancer patients is deeply appreciated and is helping during their greatest time of need.

(�) Pastor John Musgrave of First

Presbyterian Church of Flint delivers an

inspirational message to the guests at

the Peace, Hope & Remembrance

gathering.(�) GLCI-McLaren

Social Worker Jean Battles is reunited with

a patient.

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Confidential

the mcLaren foundation will use the information you provide us through this survey to plan our activities and programs for the

next several years. With your help, we

can be responsive to you and your family when we design our appeals, our donor

recognition, and our other activities.

NOTE: This questionnaire is both anonymous and confidential. Individual responses to this survey won’t be identified and no information gathered in this survey will become a part of our files. You may also fill this questionnaire out online at www.mclarenregional.org/foundation. We appreciate and value your participation.

mclareN FouNDaTIoN

Donor survey1. What initial contact motivated your

giving to the Foundation? (Please check only one)

A board member, Development Committee Member, or other volunteer whom I know

A fundraising event (benefit)

A doctor

A mailing

As a hospital patient

Other: _______________________

2. how would you prefer to make your gifts to the Foundation?

(Please check only one)

Appeals (by mail)

Attending our special events

Being asked personally by a board member or volunteer

Memorial or honor gifts

3. The Foundation publishes a newsletter and community report for donors. Please let us know your feelings about these publications.

(Please check all that apply)

I read them in their entirety

I scan them with interest

I don’t read them

I read the donors’ names

I look mostly at the photos

I don’t receive them

4. Please check the statements below the describe your experience with our healthcare facilities and the Foundation.

(Please check all that apply)

I have or close family members have been an inpatient at the hospital or its affiliates

I have or close family members have been an outpatient at the hospital or its affiliates

My doctor is a member of the hospital’s medical staff

I am a member of the hospital’s medical staff

I or my spouse have served on a board or committee for the hospital or the Foundation

I or my spouse have attended events or participated in programs sponsored by the hospital or by the Foundation

I or my company does business with the hospital or the Foundation

I am an employee of the hospital or the Foundation

I have had no direct experience with the hospital or the Foundation

We want your opinion!We appreciate your continuing support of McLaren! And now, we would like your opinion so that we can provide you with better communication, information and services. Please take a moment to fill out this brief survey. There are only �5 questions, and all information will remain confidential. The survey is pre-addressed, so just detach, fold and mail!

Roxanne Caine McLaren Foundation 40� South Ballenger Highway Flint, Michigan 485��

Or, if you prefer, you may complete the survey on-line by visiting www.mclarenregional.org/foundation. Just click the “Complete the Survey” button and you will be ready to go. All of your responses are anonymous and confidential. We greatly value your opinion and appreciate your time in letting us know how we are doing.

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5. The mclaren Foundation and mclaren regional medical center would like to know your feelings about the services we provide.

(Please check your top three reasons why you

choose to support mcLaren)

The hospital provides high quality care

The organization reflects my beliefs and values

I believe my gifts are used carefully

My gifts are appreciated by McLaren

I appreciated the hospital’s approach to health care

My gifts are acknowledged promptly

I feel obligated as a member of the community to support organizations like McLaren.

I know my gifts make a positive impact

McLaren does a good job of informing donors how their gifts are used

6. To which of these services and programs would you give priority for the use of your gift dollars by the Foundation?

(Please check all that apply)

Heart & Vascular Center

Art Therapy

Behavioral Health

McLaren Residency Programs

Emergency Services

Kidney Center

Cardiac Rehabilitation

Rehabilitation and Therapy Services

Nursing Services

Great Lakes Cancer Institute – McLaren

Pulmonary Rehabilitation

Cancer Care Services

Proton-Beam Radiation Project

Area of Greatest Need

In general to McLaren Regional Medical Center

Other:__________________________

7. There are many ways to make gifts which we would like to explore. have you ever used any of the following to make your charitable gifts?

(Please check any that apply to your past giving

to any charity and please remember this survey

is anonymous!)

Gifts of real estate

Gifts made by credit card

Gifts of stocks, bonds, or mutual fund shares

Gifts In kind (gifts of equipment, materials, or other tangible items for charity’s use or for charity to sell)

Gifts from your Private Foundation, Donor Advised Fund, or Supporting Organization

Gifts made on-line

Cash or check

8. how would you prefer to make charitable gifts

(Please check all that apply)

In person

Through the mail

On-line

9. Gifts made by donors through their estates are called planned gifts. The Foundation wants to create a more active planned giving program for all our facilities that is designed with our donors in mind. Your answers to these questions will be very helpful in that regard.A. Do you have a current will or living trust?

Yes (if yes, please answer B)

No

B. If yes to A, have you included a bequest for charity or charities?

Yes (if yes, please answer c)

No

C. If yes to B, have you included our Foundation?

Yes

No

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13. Demographic Information (Please note that this information – as everything

else in this survey – is for planning only)

A. Are you:

Married

Single

Widowed

B. What is your age group?

under 35

35-50

51-65

66-74

75 or older

C. Your spouse’s age group?

under 35

35-50

51-65

66-74

75 or older

D. Does you company have a matching gifts program?

Yes

No

Not Applicable

14. We know that many of our donors are very loyal to one or more of our facilities and we want to encourage that feeling of loyalty at whatever level our donor’s desire. since we do have many locations, we’d like to know which one of our facilities, services, or programs you feel is most important to you.

(Please check the one name below to which

you feel is closest.)

McLaren Regional Medical Center

Great Lakes Cancer Institute – Mclaren

McLaren Pulmonary Rehabilitation

McLaren Heart & Vascular Center

McLaren Rehabilitation & Therapy Services

McLaren Residency Programs

McLaren Foundation

Other___________________________

10. have you used a planned giving technique in the past? Yes No

if yes, please indicate what type:

Charitable remainder trust

Pooled income fund gift

Gift annuity

Charitable lead trust

Gift of remainder interest

Gift of life insurance

Donor Advised Fund

Supporting Organization

Private (or “Family”) Foundation

11. are you interested in learning more about planned giving options? Yes No

if yes, please indicate what type:

Charitable remainder trust

Pooled income fund gift

Gift annuity

Charitable lead trust

Gift of remainder interest

Gift of life insurance

Donor Advised Fund

Supporting Organization

Private (or “Family”) Foundation

12. I have visited the hospital’s website (www.mclarenregional.org). I found it to be: Easy to navigate

Informative

In need of more frequent updates

Difficult to navigate

Not much help

I have not used the website

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commentsPlease use this space to give us your comments

about our hospital, the foundation, health care in general, or anything else. Your opinions and

concerns are very important to us.

thankyou

McLaren Foundation40� S. Ballenger HighwayFlint, Michigan 485��

15. Please think for a moment about how we can express our gratitude to our donors in a meaningful way, as well as keeping them interested/engaged in our programs and initiatives: Special briefings from physicians/

practitioners

Hospital tours

Special luncheons with the President/CEO

Newsletter about the hospital

Social Media (Facebook, Twitter, etc.)

Other:__________________________

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Windows to the Future reveals Newest hospital services

Friends of mclaren received“sneak Peek” of New unitsFriends of the McLaren Foundation were the first to receive a “sneak peek” of the new Rehabilitation and Joint Express units during the 5th Annual Windows to the Future Donor Appreciation Luncheon. Ed Y. Atty, M.D., spoke to the audience about the role of physical medicine and rehab in caring for patients recovering from stroke, injuries and other conditions. Following the lecture participants toured the new units, which are both located on 5 North at the hospital. The new units opened in early November. They offer patients the benefit of having all aspects of their care take place on one floor. Some highlights of these patient care areas include:

To see more photos of both units, visit mclarenregional.org, select the “Our Services” tab at the top left, then select “Orthopedic” and “Rehabilitation Services” respectively. Choose “Tour Our Joint Express Unit” under “Related Links” on the left side of each page.

Joint express • �� Private Patient Rooms• Board Certified Orthopedic

Surgeons• Orthopedic Residency Program• Designated Nursing and Therapy

Staff• Team Approach to Care• Quicker Recovery• Contemporary Earth-Tone Room

Design

rehabilitation • �� Bed Acute Inpatient Unit• 4 Private Patient Rooms• Board Certified Medical Director• Care Driven by a Coordinated

Multidisciplinary Team• Integrated Therapy Services on the

Unit• Woodland-Themed Unit, with each

nature-inspired room named after a Michigan tree

create a special Tribute Friends of McLaren are invited to create their own special legacy by sponsoring a beautiful urn for the courtyard at the Medical Education Building. These urns – �6” in diameter and 700 lbs. – are made of poured concrete and will be maintained during all four seasons. A permanent legacy, these urns will provide lasting beauty in this special reflection area near the Walking Trail. With a gift of $750, a customized plaque will be installed on the sponsored urn, which will serve as a meaningful tribute for many years to come. For more information, please contact the McLaren Foundation office at (810) 342-4087 or visit the website at www.mclarenregional.org/foundation.

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�) Cindy Weller, Rehab Coordinator, gives a tour to a group of donors.2) Lori Walters, Director of Therapy Services and Cardiac Rehab, explains the importance of the kitchen on the Rehab unit.

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The Davison eagles rally for Diabetes and Kidney DiseaseMembers of the Davison Eagles are working toward helping patients with debilitating diseases. The club held two separate events – a Euchre tournament to benefit Diabetes Education at McLaren and a bowling tournament to help Kidney Dialysis patients in need of financial assistance with medications. Eagles Secretary Connie Harger then worked with the

national Fraternal Order of Eagles organization to apply for matching grants. As a result, the Davison Eagles presented more than $7,500 to McLaren in August 2009. Beth Mauer, Coordinator of McLaren’s Diabetes Education program and Tamar Swain, Manager of Case Management, accepted the checks at a club meeting. “Gifts like these really make a difference in providing education to the people who need it the most,” says Maurer. “Diabetes is one of the most challenging diseases to control, however we’ve seen that through patient education, this disease can be tamed.” For patients in the hospital receiving kidney dialysis, life can be very discouraging. “Kidney disease is a very difficult disease for patients to deal with, especially for the long term,” says Swain. “The medications are so expensive for patients, and

many of these patients are not able to work or have other means to afford what they need. The generosity of the Davison Eagles will make such a positive difference for our patients facing financial difficulties.” The Davison Eagles are continuing their efforts with more events planned for this winter. If you are interested in getting involved, please contact Davison Eagles Secretary Connie Harger at (8�0) 6��-6��9.

“Diabetes is one of the most

challenging diseases to control,

however we’ve seen that through

patient education, this disease

can be tamed.”– Beth maurer

1) Kirk Nowland, President of the Davison AEIRE, Marguerite Goodall, President of Davison AERIE

Auxiliary, Richard and Charlene Lusk (center) stand with Tamar Swain, Manager, and Gail Sadler, RN, of Case Management. The Lusks organized a bowling fundraiser for the Davison Eagles to support kidney

dialysis patients.

2) Kirk Nowland, President of Davison AERIE, Marguerite Goodall, Connie Harger, Secretary of

Davison AERIE Auxiliary, present a check for Diabetes Education to Tammy Bartz, Diabetes Education

Specialist, Ragni Bundesman, Director of Clinical Education, Beth Maurer, Coordinator of Diabetes

Education and Tom Donaldson, Vice President of the McLaren Foundation.

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riding 4 the ribbonThe Davison Eagles Riders have once again hosted an event that benefits breast cancer patients in a big way. Proceeds from the group’s annual Ride 4 the Ribbon motorcycle ride are distributed to local cancer treatment programs and the American Cancer Society. This year the group donated $4,000 to GLCI-McLaren. The donation is used to help breast cancer patients with extra financial needs they may incur during their treatment such as transportation, nutritional supplements, and medicine. Many cancer patients struggle to make ends meet during their treatment, and GLCI-McLaren is able to help more of these patients as a result of the generous donations from the Davison Eagle Riders. Mark your calendar now for this year’s event scheduled for Saturday, June 19, 2010.

Partners I N T h e

community

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heartF r o m T h ewords

Writing an ethical WillBy eric L. Weiner, mSW, Phd.

Typical estate planning techniques involve bequeathing wealth and valuables from one generation to the next. Many people, however, view wealth as something more than money and possessions. Their view is that some of the most valuable items one can pass on cannot be measured financially. Wealth, for them, includes passing on guiding principles, blessings, spiritual beliefs and family stories. If this is true for you, consider the benefits of writing an ethical will in addition to a traditional will of inheritance. Ethical wills have a long and rich oral tradition in Jewish history. They were first described 3,000 years ago in the Hebrew Bible when Jacob addressed his �� sons on his deathbed. He told them stories, predicted their futures, and imparted his life lessons. Written ethical wills date back to the ��th century. The custom was to write directions for the religious and secular guidance of children. It is considered, after all, a good deed to instruct children before death. Writing an ethical will is not for the fainthearted. It takes courage to confront life and one’s mortality. You should be willing to ask yourself some of these questions: What do I consider the essential truths I have learned in life? What are my convictions, values and important life lessons? What role has religion played in my life? What are my spiritual beliefs? What are my hopes for the future? These are challenging questions that require deep reflection. Many connote an ethical will with a “deathbed” statement given just before dying. For some, that may be true. More and more, however, ethical wills are being written and presented when parents or grandparents are still in their prime. They may be written and re-written at various key transitions in the family life cycle, such as marriage, the birth of a child, confirmation, retirement, serious illness, and for Bar and Bat Mitzvahs. Consider the following ethical will found on the internet which was written by a healthy 4�-year old customer service manager. He wrote it for his wife and three children and described it as “an exercise in looking at your life, what your priorities are, what’s important to you.” It is brief, creative, instructive and driven by principle. Have integrity. Your yes should mean yes, your no should mean no. Be the person you say you are. When you peel a banana have you ever gotten anything other than a banana? That is what integrity is, being on the inside who you say you are on the outside. It is not always easy but it is always valuable. The main ingredient for writing an ethical will is to speak from the heart. As such, anything goes. You do not have to be a professional writer and you are constrained only by the limits of your imagination. There is one important caution and that is to avoid writing the “grudge from the grave.” If the intent is to guilt or

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shame someone, then these are issues that need to be worked out elsewhere. The following abridged ethical will is rich with life lessons. It was written by a 60-year-old nurse and mother of three children. She attached this ethical will to her Durable Power of Attorney for Health Care Decisions. In receiving this ethical will, her children will have a resource to guide their thinking and behavior for many years to come.

“i have a great life. i have had fun and i see my life as an adventure. Humor ought to be a large part of every person’s day. every day there is a new mountain to climb. Some adventures are not much fun and do not turn out the way you want them to, but all of them shape who you are. i always make myself try to do new things because i swore never to get complacent and do only what is comfortable. in the future i challenge you to always be willing to climb new mountains and greet new adventures. i want to see a future where you are happy, that you make supportive and provocative mates if you marry, attentive parents who challenge any children that come, supportive family to your extended family, and a loyal friend to those you choose to call friends.”*

An ethical will can be a great benefit in clarifying issues left unsaid in a basic will. The basic will is written with specific amounts of money or material assets in mind. There is, however, little or no explanation given for why money is divided up in a certain way or why one adult child is given the succession rights of the family business and another child is not. An ethical will can be the connective thread that ties the loose ends together in to a coherent whole. Is there a better gift one can leave their loved ones?

*Abridged and reprinted with permission from Dr. Barry Baines, Ethical Wills: Putting Your Values on Paper, 2002 Perseus Books

Please join us for

creating Your Words from the heart: Thinking about Your ethical WillPresented byEric L. Weiner, MSW, Ph.D.

comING ThIs sPrINGFor more information, please contact (8�0) �4�-4087.

Thinking about Your legacy?

Think aboutlife InsuranceLife insurance can be an excellent tool in helping you achieve your philanthropic goals and other financial objectives at the same time. In fact, life

insurance can allow individuals to make contributions and leave a legacy they never thought was possible. Here’s how it works: The donor works with McLaren and the insurance agency to determine the amount of insurance and follow the usual application process. The donor provides the premium to McLaren. Because the donor does not own the policy, the premium is a charitable contribution and is entirely tax-deductible. While McLaren is the policy-owner, the donor will continue to pay the premiums and receive the tax-deduction each year. Once the necessary premiums are paid, the donor has no further obligations.

here’s an example of a life insurance gift:John is a 50-year-old man in good health. He has decided he would like to make a significant gift to McLaren in his estate planning. By working with the Foundation Office, John made arrangements to have a three-premium life insurance policy provide $100,000 upon his death to McLaren. John paid three payments of $6,762 each ($20,286 total) to cover the premium payments. Because John does not own the policy, John was able to take a tax-deduction for each premium payment. Once the three premiums are paid, John has no more financial commitment and has provided for his $100,000 planned gift.

For more information, please contact the McLaren Foundation at (8�0) �4�-4087or visit our website at www.mclarenregional.org/foundation.

Page 16: Gifts at work · Kettering University. special Tribute established In a loving tribute, the family of Bessie May French has established a permanent scholarship to support Certified

40� S. Ballenger HighwayFlint, Michigan 485��

John is 65-years-old and decides to give McLaren $�0,000 for a gift annuity. Based

upon his age, John will receive a fixed amount of money each year, of which a

portion is tax-free. In addition, he will receive a charitable income tax deduction.

Give a gift to mclaren and receive income in return.The Charitable Gift Annuity is a great way to include McLaren in your estate planning while generating income for yourself in the immediate future.

consider the benefits:• Continued support of care for patients at McLaren• Immediate charitable income tax deduction• Tax-free income• Possibility of more spendable income

A minimum of $5,000 is required to establish a charitable gift annuity at McLaren. You may consider giving this gift in the form of cash or appreciated securities.In exchange for your gift, McLaren will agree to pay you a fixed payment for the rest of your life. The amount you are paid is determined by your age.Here is an example of how a Charitable Gift Annuity works:

For more information, please contact the McLaren Foundation at (8�0) �4�-4087 or visit our website www.mclarenregional.org/foundation

support our Future Patients

Give a gift to mclaren and receive income in return.